Truly Independent Financial Advisor

Protecting Your Identity and Personal Information

Privacy & Data Protection Act.

How we use your information

Information about you (including sensitive data as defined in the Data Protection Act 1998) will be put onto the JLM Independent Wealth Management Ltd database and held, processed, disclosed and used by us, or our group of companies and third party product providers in servicing our/their relationship with you, including administration, marketing, identity or credit verification and money laundering checks. By submitting your details you agree to the storage use and disclosure.


Unless you notify us otherwise, you agree that JLM Independent Wealth Management Ltd, its group of companies and third party product providers may use and analyse Your Data, including the nature of your transactions to give you information by post, telephone, fax or e-mail about our/their products and services and those of selected third parties which may be of interest to you. If you do not wish to be contacted for marketing purposes please contact us.

By contacting us via our website you consent to our processing your sensitive personal data for the above purposes. You have a right to ask for a copy of your information and to correct any inaccuracies. To make sure we follow your instructions correctly and to improve our service to you through training of our staff, we may record telephone calls. When you give us information about another person you confirm that they have appointed you to act for them, to consent to the processing of their personal data, including sensitive personal data and to the transfer of their information and to receive on their behalf any data protection notice.

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